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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,802 |
Filed as: AXA ADVISORS LLC Service code 55 | Other Commissions | $0 |
EQUITABLE ADVISORS LLC1 year Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $0 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401 (K) ASSOCIATES Service code 13 | Contract Administrator | $0 |
NOVA 401(K) ASSOCIATES5 years Service code 13 10777 NORTHWEST HWY · HOUSTON, TX 77092 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,825 | $66,813-58.4% | $100,535-72.3% | $73,497-62.1% |
| Participation rate | 48.3% | 77.5%-29.2pp | 79.4%-31.1pp | 70.7%-22.4pp |
| Annual return | 20.85% | 25.70%-4.8pp | 30.90%-10.0pp | 28.51%-7.7pp |
| Employer contribution / active EE | $1,140 | $2,147-46.9% | $3,419-66.7% | $2,270-49.8% |
| Participant deferral / active EE | $2,115 | $5,883-64.0% | $6,271-66.3% | $3,740-43.4% |
| Admin fee / account holder | $247 | $512-51.7% | $8,085-96.9% | $513-51.8% |